Filed April 3, 2026 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,052,425 | $82,979+1168.3% | $102,383+927.9% | $77,714+1254.2% |
| Participation rate | 99.0% | 71.5%+27.4pp | 74.5%+24.4pp | 70.6%+28.4pp |
| Annual return | 11.00% | 19.11%-8.1pp | 24.94%-13.9pp | 31.26%-20.3pp |
| Employer contribution / active EE | $9,316 | $3,554+162.1% | $3,870+140.7% | $2,727+241.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,391-100.0% | $433-100.0% |